Group Management

RBAC defines a management role group that simplifies the assignment of roles to a group of users. All members of a role group are assigned the same set of roles.

For group management, perform the following steps:

  1. On the main menu bar, click RBAC.
  2. Click Group Management. The Group Management page appears.
    Figure 1. Group Management
    A white page with many text Description automatically generated with medium confidence
It lists the available groups in a tabular view. Users can create a new group and edit or delete the existing group.
  • The Is System Group column represents the default group that cannot be deleted from the environment as Y and custom groups that can be deleted from the environment as N.
  • The Actions column represents the action that can be performed for the custom groups. Only edit action can be performed for the default groups.

Add New Group

A Super Administrator or Organization Administrator can add a new group into iAutomate environment by using the following steps:

  1. On the Group Management screen, click Add New.
    Figure 2. Add New Group
  2. Enter the Group Name, map roles to the group and click Submit. The newly created group will appear in the grid.
    Figure 3. Add New Group (cont.)
    A screenshot of a computer Description automatically generated
  3. After the group is created, users can map roles and users to the group.

Map Role to Group

A Super Administrator or Organization Administrator can map a role to a new group by using the following steps:

  1. On the Group Management screen, click on icon next to the group user wants to map to a role. Then select additional roles that need to be mapped to the group from the Map Role dropdown.
    Figure 4. Add New Group (Cont.)
  2. Click Save. A confirmation dialog box appears.
    Figure 5. Map roles to Group (Cont.)

Map User to Group

A Super Administrator can map users to a new group by performing the following steps.

  1. On the Group Management screen, click next to the group to which the user wants to map to a user. Then click on Map Users button. It lists all the users available to be mapped to the group.
    Figure 6. Map a User
  2. Check the user that needs to be mapped and click on Map Users button. It lists the user in the grid then click on Update.
    Figure 7. Map a User (Cont.)
  3. A confirmation dialog box appears.
    Figure 8. Map a User (Cont.)
    A white background with black lines Description automatically generated

Edit Group

Users can open an existing group, review the available information, and change the group details by using the following steps.

  1. On the Group Management screen, click next to the group user wants to edit.
    Figure 9. Edit Group
    A screenshot of a computer Description automatically generated
  2. User changes Map Role and map Users to the group. After editing, click Update.
    Figure 10. Edit Group (Cont.)

A dialog box appears with the confirmation message.

Figure 11. Edit Group (Cont.)

Delete Group

If the user no longer needs a group, it can be deleted from the iAutomate environment by performing the following steps.

  1. On the Group Management screen, click next to the group user wants to delete.
    Figure 12. Delete Group
    A screenshot of a computer Description automatically generated
    Note:
    Users cannot delete a group which is a System Group.
  2. Click Yes to confirm.
    Figure 13. Delete Group (Cont.)
    A screenshot of a computer Description automatically generated
  3. A confirmation dialog box appears.
    Figure 14. Delete Group (Cont.)